8.3. Sharing Record Buckets

Last Updated 10/29/2025

Make Record Buckets Viewable and Editable by Others

Record buckets may be shared with:

Individual staff users
All staff at a single branch
All staff in a system
The entire NC Cardinal Consortium

Shared buckets may be:

View Only: staff with whom the bucket is shared may view it but may not add or remove records or make any edits
Editable: staff with whom the bucket is shared may add and remove records. They may make edits to the records if they have Bibliographic Cataloging permissions.

Sharing Buckets with Individuals

To add a user, navigate to either the Users with View Permissions or Users with Edit Permission tab. You will see a list of the current users with whom the bucket is shared.
Select Add Users which will open a user search modal.
Search for users and select one or several users with the checkbox.
Use the Select button to add these users to your share list. You may only share buckets with staff users.
You will see your share list updated with the new share users. To complete your updates, select Update Bucket Sharing.

Share Buckets with All Staff at an Org Unit

To share a bucket with all staff members of an organizational unit, select the Libraries tab in the sharing modal.
Select one or several organizational units from the tree. You will need to select or remove organizational units individually - shares do not inherit.
To complete your updates, select Update Bucket Sharing.

Remove Users

To remove a user, navigate to either the Users with View Permissions or Users with Edit Permission tab. You will see a list of the current users with whom the bucket is shared.
Select one or several users from the list.
Select Remove Users and the user will be removed from the share list.

Transfer Bucket Ownership

You can transfer a bucket to another staff user. Administrators can transfer buckets for other users, even if the administrator doesn’t directly own the bucket.

Select the buckets you want to transfer.
Choose Transfer Bucket Ownership from the Actions menu.
This opens a modal which will prompt you to enter a barcode, or search for a user, to transfer bucket ownership.

Note: Depending on your permissions, once you transfer a bucket you may lose editing or viewing privileges for that bucket.

This page was: Helpful | Not Helpful